
Entry Level Financial Professional
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Job description
About the Position
Entry Level Financial Professional
Advantage Brokers is actively hiring for an Entry Level Financial Professional. This role is ideal for individuals seeking a flexible, remote career path or an additional stream of income. Whether you are looking for a full-time career change, part-time opportunity, or something that fits alongside your current job, we provide the training and mentorship needed to help you succeed.
Salary: $55k – $130k
Location: Remote (United States)
Employment Type: Full Time
Posted: 2026-10-05
Responsibilities
- Conduct Financial Needs Analyses (FNA) for clients
- Help individuals, families, and business owners create financial strategies designed to:
- Build and leave a legacy
- Prepare for retirement
- Plan for future financial goals
- Access life insurance solutions
- Explore annuity options
- Plan for final expenses
- Understand indexed strategies
Requirements
- Must be willing and able to obtain a Life & Health Insurance License for your resident state (if not already licensed)
- Must pass a background check (no felonies)
- Must have or be able to obtain a valid U.S. Social Security Number
- Must currently reside in the United States during the licensing and onboarding process
- Must be at least 18 years old
- Flexible schedule
- Work from home
- Professional development and mentorship
Skills
Core Skills
- Sales
- Communication Skills
- Entrepreneurship
Secondary Skills
- Leadership
- Public speaking
- Customer service
- Marketing
- Accounting
- Software
We Offer
- Flexible scheduling - part-time or full-time
- Ability to start with as little as 10 hours per week
- Performance-based compensation with uncapped earning potential
- Remote work opportunities using Zoom and online platforms
- Training on both warm market and cold market prospecting strategies
- No requirement to purchase leads
- Ongoing mentorship and daily coaching
- Access to an experienced Field Trainer who will guide you through client prospecting, training, and business development
About the Company
Advantage Brokers
- Actively Hiring
- Employees: 11-50
- Industry: Financial Services, Insurance, Retirement
Advantage Brokers is in the top 10% of companies in terms of response time to applications. They respond within a week and have shown strong hiring growth in the past month.
Founders:
- Angela Vargas, Founder, Los Angeles
More Jobs:
- Entry Level Financial Professional
- Financial Professional (Any Experience Level)
- Remote Financial Services Representative
Learn more about Advantage Brokers:
© LifeTech. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.
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